Mosley Wealth Management’s Morgan Stanley MS Stock Holding History

Mosley Wealth Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$406K	Sell	1,943 -8,519	-81%	-$1.69M	0.13%	108
2026 Q1	$1.66M	Sell	10,462 -175	-2%	-$30.3K	0.75%	30
2025 Q4	$1.66M	Buy	+10,637	New	+$1.77M	0.76%	30
2024 Q4	$1.57M	Buy	11,291 +6,009	+114%	+$740K	0.97%	26
2024 Q3	$625K	Buy	5,282 +602	+13%	+$60.6K	0.43%	51
2024 Q2	$455K	Sell	4,680 -160	-3%	-$15.2K	0.39%	60
2024 Q1	$456K	Sell	4,840 -136	-3%	-$12K	0.43%	52
2023 Q4	$464K	Buy	+4,976	New	+$398K	0.46%	46

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Mosley Wealth Management's MS Position: Q2 2026 in Review

Mosley Wealth Management reduced its Morgan Stanley (MS) stake by 81% in Q2 2026, selling an estimated $1.69M and leaving 1,943 shares worth $406K. The position accounts for 0.13% of the portfolio, ranked #108.

Mosley Wealth Management first reported a position in MS in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.66M in Q1 2026. 1,693 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Mosley Wealth Management held 1,943 shares of Morgan Stanley worth $406K as of Q2 2026.
Mosley Wealth Management sold 8,519 Morgan Stanley shares in Q2 2026, an estimated $1.69M.
Morgan Stanley made up 0.13% of Mosley Wealth Management's portfolio in Q2 2026, its #108 holding.
Mosley Wealth Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's Morgan Stanley position peaked at $1.66M in Q1 2026.
1,693 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.